Mobile Financial Specialist

MOBILE FINANCIAL SPECIALIST

Preferred Location: Rosetown or Outlook

Do you have an entrepreneurial spirit and can easily build positive relationships with your team and those you serve? Do you have experience in team collaboration to achieve extraordinary results? Would you thrive in an advice-based environment focused on providing exceptional service?

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Mobile Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional support to the team of Financial Specialists within PCCU.  Reporting to the Manager Financial Specialists, the Mobile FS will have a strong aptitude for relationship-building and will deliver expert advice and mentorship to staff and internal teams, as well as current and prospective members to achieve overall growth.

Responsibilities:

  • Play a key support role to fellow Financial Specialists, providing training, mentorship, and coverage across PCCU
  • Mentor and guide new staff in achieving their goals and acquiring the knowledge required to confidently offer PCCU products and services, including segmented financial planning.
  • Build value-based relationships with internal teams and members, providing feedback and appropriate recommendations that maximize efficiencies to ensure an exceptional member experience
  • Pro-actively work to retain and expand existing member relationships while pursuing new sources of business
  • Collaborate with the regional teams to develop creative and innovative approaches to achieving results
  • Develop and implement business development, growth, and community engagement strategies
  • Regular travel across PCCU trading area will be required

Qualifications:

  • Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation, or Qualified Associate Financial Planner (QAFP) Designation, or willingness to obtain
  • Active Mutual Fund License including Labour Sponsored Funds
  • Industry experience required, with demonstrated ability to gather assets
  • Advanced member service and sales skills with a strong understanding of the sales process and business development

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits, and a matched superannuation plan.

For additional information on this opportunity, please contact Tammy Pregizer Legge, Manager Financial Specialists, at 306-882-5588. To apply, please submit an electronic copy of your cover letter and resume on or before March 25, 2022 to: careers@pccu.ca.

We thank all applicants for their interest; however, only those candidates being considered for an interview will be contacted.

 

Manager, Financial Services

At Conexus, it’s not what we do, it’s how we do it.

It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about creating a personalized experience for each member. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

The bigger picture

We’re looking for a dynamic leader who loves to coach and help others succeed to come on board as a Manager, Financial Services (MFS2) for the Bethune, Holdfast, Lumsden and Southey branches.

How you’ll be spending your time

  • Leading your team to ensure our members receive financial solutions to meet their needs and improve their financial well-being
  • Coaching and supporting your team to achieve individual and company goals
  • Empowering your team to build meaningful, supportive relationships with their members
  • Collaborating with leadership peers to achieve objectives and targets

The way people describe you

  • A motivator who supports individuals, teams, projects, and initiatives within their department and the organization
  • A collaborator who continuously seeks, identifies, and shares ideas for improvement to increase efficiency
  • A strategic thinker with strong technical knowledge in Conexus products and services.
  • A strong facilitator who demonstrates an ability to communicate effectively and build relationships with others.

The experience you bring

  • Experience in consumer lending and investments
  • Formal or informal leadership exposure is an asset

So, what do you think – does this sound like you? Do you think you’re the right fit? If you do, and you have the qualifications outlined above, then we encourage you to apply now. If you have questions about this position, please contact Shaulen Lang at shaulen.lang@conexus.ca. But act fast, the opportunity closes on March 21, 2022.

Lending Clerk – Fulltime

At Raymore Credit Union, we think differently.  As a financial co-operative, we’re guided and inspired by principles that aim to advance the well-being of our members and communities.  We’re motivated to do more for them by deepening relationships and delivering a remarkable experience.  As we undergo a positive transformation and work to build a stronger credit union, we count on our exceptional employees and their talent to get us there. We offer phenomenal benefits, life-work balance, and endless opportunities for you to be engaged and inspired at work and in your community.  You’ll share our core value of putting people before profits and be guided by our vision of building a stronger community for everyone, every day.  Our work environment is collaborative, progressive, and rewarding. You’ll be part of a team who shares your commitment, energy, and passion for delivering the most exceptional member experience.  We can’t wait for you to join the better banking movement!


The Position
We’re looking for a Lending Clerk to join our team! This position is an essential part of our Retail team, which consists of 10 teammates and provides service to both our Raymore and Dysart branch locations.


How you’ll spend your time

  • Actively helping members with their everyday banking needs while delivering an exceptional member experience
  • Performing administration functions relating to loans including applications, documentation, credit investigations, electronic processes, as well as reconciling and reporting
  • Building relationships with members to understand their goals, and continually being on the lookout for new opportunities or solutions to improve their financial well-being
  • Demonstrating your knowledge of technology by educating members about online banking and our mobile lending services
  • On you… learning and spending time on personal development!


Who we’re looking for
We want you to be a part of our RCU team! We’re looking for someone that values:

  • Caring & Integrity – provides help to others and is respectful regardless of differences
  • Co-operation – works together to meet our values, and willing to put others’ needs ahead of their own when required
  • Leadership – encourage innovation and empowers others to be their best!
  • Commitment – no job is too big or too small – be reliable, dependable, and dedicated
  • Prosperity – always encouraging and working towards greater success
  • Communicating – clearly, honestly, and with positive intent


What you get in return

  • Life-work balance and rewards
  • Spectacular package of benefits that will be sure to knock your socks off
  • Meaningful work that really makes a difference in our members’ lives
  • Personal development opportunities
  • An organization that really treats you like family
  • A birthday cake on your birthday

 

Interested?
Apply now by sending your resume and cover letter to Ellen Phillips at ephillips@raymorecu.com.

Be sure to get your application in as this opportunity closes on Wednesday, March 9, 2022.

 

We appreciate the interest of all applicants; however, only those selected for interviews will be contacted.

Senior Loans Officer

Our Loans Officers are available to our members through in-person meetings, phone calls, and other forms of electronic communication. The ability to provide expert advice when it’s truly needed is crucial to meeting our members needs. We know our members, and to see their successes is extremely rewarding. The Senior Loans Officer is responsible for oversight of their own lending portfolio, which will include agriculture, and commercial files. Each portfolio has a different level of complexity and presents the opportunity for new learnings each and every day! The role of Loans Officer can be challenging, yet rewarding, and the reward far outweighs the challenge!

You have a desire to learn and have an in-depth understanding of lending practices and procedures. The ideal candidate will have many years of service in the credit union system, and a minimum of six to ten years as a lender. You have an appetite for risk, and know when to take the risk, and when to shy away from it. You will be responsible to mitigate risk of default. When required you will initiate action to collect on delinquent loans, as necessary.

Building relationships is important. In fact, it is essential to our business. The other key part of the Loans Officer role is to foster new relationships and grow new business. You will regularly visit and maintain contact with your current and potential members. You enjoy the rush of that first contact, and have no problem popping into a business for the first time to meet the owner and take those first steps in fostering a relationship. When the time is right, you’ll ask for the business!

This exciting opportunity is available in our Quill Lake Branch; however, most of your work time will be spent out of the office fostering relationships. You will be required to travel within and outside of our trading area and to other branches. You will participate in a comprehensive development plan, equipping you with the knowledge and tools to confidently assist our members, and grow your career. You will be part of an amazing team, working together to meet the member’s and organization’s goals!

Education & Qualifications
• One year post-secondary training
• Working knowledge of computer systems
• Six – Ten Years of job-related experience
• Credit Union experience considered an asset
• Bondable
• Commitment to continuous self-development

Accent Credit Union has branches in Quill Lake, Kelvington and Jansen. We are a financially strong organization with assets of over $270 million, and we continue to grow! We are dedicated to our members, and our communities. We respect our people and their contribution to our success. We encourage employee involvement and participation. We reward our people for their teamwork and for achieving objectives. Our people make the difference for our members’ service experience. Compensation is competitive and will be based upon qualifications and experience. Accent Credit Union offers a full range of benefits, an employee incentive program, including a wellness program.

Qualified applicants are invited to submit their resume and cover letter in confidence by March 31, 2022, to:
Trisha Vigoren – Manager, Finance & Corporate Services
Quill Lake Branch – Box 520, 78 Main St., Quill Lake, SK, S0A 3E0
hr@accentcu.ca

We appreciate the interest of all applicants; however, only those selected for interviews will be contacted.

Support Services Specialist – Investments

Permanent Full-Time
Closes March 6
Open to any Advice Centre Location (including Regina & Saskatoon)

Annual Salary: $53,652 – $67,064

Would you like to earn above average pay helping members meet their financial goals, maintain a strong work life balance, a flexible schedule and have the security of a career – path supported by your organization? We offer that and so much more.

THE COMPANY – Our Purpose is to redefine banking by helping Members and Potential Members simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: Reporting to the Supervisor, Support Services, this position provides expertise in investment administration, registered and non-registered, providing the knowledge of products, tax implications, compliance to internal practices as well as CRA, FCAC and OSFI standards and guidelines. The Support Services Specialist ensures all year-end reporting is accurate and is responsible for the research and/or updates to member reporting and slips. How does one do this? Glad you asked!

A Support Services Specialist does the following: 

  • Develop procedures and provide investment product knowledge training of support and front-line staff to ensure efficient and accurate delivery of products and services
  • Discover issues or gaps related to processes or procedures and work with internal task forces and other Credit Unions for solutions and train to those solutions
  • Procedures and forms creation, management, and maintenance
  • Provide technical direction to support staff on complex investment product-related issues
  • Act as an SME for various projects or initiatives, including online registered applications being considered
  • Ensure compliance with organization and department policies, procedures, and processes

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • You have demonstrated efficiency and accuracy skills in your previous positions, you have the ability to be decisive and results oriented, and can meet deadlines in an ever-changing fast paced environment
  • You have the ability to work cooperatively with other teams, internally and externally
  • You have a minimum of one year of related post-secondary education or equivalent (Business Certificate plus additional courses, e.g. CUIC, sales training, lending training); three to five years of credit union operations experience, or equivalent combination of education and experience.
  • You are proficient and comfortable working in the Microsoft environment (including MS Office, Excel and SharePoint)

Vice President Retail Relationships

Are you a talented, results-driven leader looking to mentor a team committed to delivering an exceptional member experience? Do you have a natural passion for rural Saskatchewan and all that makes it unique? Are you a strategic, big picture thinker who can align strategies with multiple stakeholders in order to achieve corporate goals?

___________________________________________________________________________________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time opportunity for the position of Vice President Retail Relationships. Reporting to the Chief Operating Officer, the Vice President Retail Relationships is a key member of the senior leadership team whose passion will be to exceed expected results while fostering an environment of employee engagement. The successful candidate will oversee the team responsible for promoting and maintaining exceptional member relationships, to foster corporate growth in both loans and deposits.  He or she will be a self-motivated, dynamic leader and will play an integral role in supporting effective retail operations that result in an outstanding member experience.

Responsibilities:

  • Build value-based relationships with internal stakeholders to include direct reports, management, and staff
  • Create an environment which inspires the relationship team and collaborate to develop creative and innovative approaches to achieving results
  • Empower and encourage direct reports to think outside the box to maximize the overall member service experience
  • Ensure exceptional member relationships and product and service delivery
  • Develop and oversee business development, growth, and community engagement strategies
  • Achieve growth targets as set out by the corporate strategy
  • Develop, coach, motivate, and mentor the Senior Relationship Managers within PCCU
  • Assist managers in the development of annual business plan and budgets
  • Promote the credit union and participate in member and community events
  • Flexible and/or extended work hours may be required at times, with regular travel to branch locations

Qualifications:

  • Relevant undergraduate degree, or an equivalent combination of education and work experience
  • Associate or Fellow of the Credit Union designation would be an asset
  • Minimum of 5 years’ experience in a leadership position with the demonstrated ability to achieve sales/growth targets
  • Proven supervision at a senior level with emphasis on sales management, coaching, accountability, and performance management
  • Exceptionally strong organizational, communication, and interpersonal skills

 

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits including relocation assistance, and a matched superannuation plan.

For additional information on this opportunity, please contact Adam Johb, Chief Operating Officer, at 306-882-5642. To apply, please submit an electronic copy of your cover letter and resume on or before March 11, 2022 to: careers@pccu.ca.

We thank all applicants for their interest; however, only those candidates being considered for an interview will be contacted.

Branch Manager

At Conexus, it’s not what we do, it’s how we do it.

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about providing members with insightful content, tools, advice and products that help them look at their financial choices in new ways. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

Our employees are authentic, bold, creative, and responsible. They are the reason we consistently deliver outstanding member experiences. They’re more than just individuals who come to work each day, each employee is a vital part of Conexus.

The bigger picture

We’re looking for a dynamic and business-minded leader to come on board as our Branch Manager. Your strong entrepreneurial spirit and ability to think strategically will play an essential role in leading your branch to provide and oversee the delivery of services to meet our members’ needs.

How you’ll be spending your time

  • Recruiting, developing, coaching, and empowering your branch leaders to ensure the team delivers on our purpose of improving the financial well-being of our members and communities.
  • Providing your team with the knowledge and skills to meet members’ needs and positively impact their financial well-being.
  • Overseeing the delivery of holistic financial services advice in support of our member-driven purpose.
  • Ensuring your branch delivers financial service solutions and alternatives that comply with both industry and operational policies and legislation.
  • Showcasing creativity and flexibility with your team and peers, keeping both the member and employee experience at the forefront.
  • Collaborating with internal partners to achieve desired goals and outcomes.

The way people describe you

You are a natural born leader and visionary, with the ability to motivate, empower, and inspire others. Your critical thinking skills allow you to make logical and informed decisions, uncovering and addressing all emerging risks and opportunities. You think outside the box and are open to experimenting with different business ideas, while being able to strategically execute our purpose.  In addition, you are a skilled communicator, dedicated to personal growth and development.

The experience you bring

  •  Broad experience within the financial service industry
  •  Understands and knows how to find and provide needs-based solutions
  •  A proven track record of developing people and teams
  •  Exposure to agile and flexible work environments

What you get in return

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

  • Competitive compensation and benefits package
  • Industry leading work-life balance and rewards
  • Formal and informal employee development
  • Meaningful work that makes a real difference in our members’ lives

So, what do you think – does this sound like you? Do you think you’re the right fit for Conexus? If you do, and you have the qualifications outlined above, then we encourage you to apply now. If you have questions about this position, please contact Steph Reimer at steph.reimer@conexus.ca. But act fast, the opportunity closes on March 3, 2022.

Salary range: $80,000 – $115,000

Manager Of Operations

Are you looking for an executive opportunity that allows you to have interesting and meaningful work AND a family friendly lifestyle? Prairie Pride Credit Union is currently looking for a Manager of Operations to join our team.

 

WHAT YOU BRING:

You know how business works and understand how each of the operational areas work together to deliver the best financial solutions for our members. Your combination of post-secondary education and several years working in the financial services industry has prepared you for this opportunity. Experience as a Credit Union leader is a bonus.  As one of three senior leaders in the organization, you will provide strategic oversight and direction to the Deposit Services, Human Resources, IT, and Sales functions. This is a hands-on, executive level position that leads a team and reports directly to the General Manager.

 

ABOUT US:

We think differently at Prairie Pride Credit Union. We believe that each of our members deserves to be treated as individually as they are. Our experience tells us that there is no straight line to helping our members succeed. Because of that, everything we consider is a piece of a puzzle to complete. We work hard to find a way to yes where others say no. It allows us to stay close to our credit union roots.

 

Prairie Pride Credit Union was founded in 2001 when a collection of Credit Unions situated in the Southeastern region of Saskatchewan knew there was strength in coming together.  Our full-service branches are in the communities of Alameda, Gainsborough and Alida. Although our family friendly communities are small, there always seems to be a lot going on. The closest larger centres to Alameda are Estevan, Weyburn, and it’s a short road trip to Regina or Minot, North Dakota

 

BENEFITS OF WORKING AS A MEMBER OF OUR TEAM:

We choose to pay well because we know that good paying jobs in our community will contribute positively to and grow our community. Your total compensation includes a six-figure salary, a comprehensive group benefits plan, incentive pay and allowances.

HOW TO APPLY:

We thank all who apply and advise that only those selected for further consideration will be contacted. If you have any questions or to submit your resume, email jenn@reframehr.com.

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